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Your client likely works with several vendors, contractors, and freelancers. You should also make the payment’s due date clear.

Payment terms, due date, and methods: How would you like your clients to pay you? Bank transfer? PayPal? Check? Make it clear in your invoice. List of services: Make a list of all the services you’re charging the client for. Pro Tip: Add the department name and the contact person’s name if you’re working with a large organization. Your details: Your name, company name, address, telephone number, and email address.Ĭlient details: Your client’s address, company name, telephone number, and email address. Add essential information.Įvery invoice you create should include the following information: Once you've chosen your format, add the important details to your invoice. Then, you can save each pay period's invoice as a PDF to send it to your client easily via email.

Each one has its pros and cons, but it's a great idea to use multiple formats.įor example, creating all of your invoices in excel can help you move quickly if your deliverables are the same for each pay period - simply copy and paste from one tab to the other. Popular formats include: print, PDF, Google Docs, Word, and Excel. Start by choosing the format you want to use for your invoice. However, you need to know a bit about the structure of an invoice so that it's functional and ensures you receive your payments on time. In fact, you can use invoice templates to get started. You don’t need to be an expert to create professionally designed invoices. But first, let's review how to design an invoice in the section below.